Our Team

My team and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 

 
Paul A Phelps

Paul A Phelps, MSFS, CLU®, ChFC®, CASL®, RICP®

Financial Advisor
Office 845-224-0002

Professional:

Paul started his career as a Financial Advisor in 1993 in Bennington, Vermont.

After 22 years in Vermont, Paul relocated to Poughkeepsie, NY and became Managing Director of the Mid-Hudson Region Group (MHRG) of Northwestern Mutual.

Education:

M.S. in Financial Services from the American College

B.S. in Education from Castleton University

Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP®), and Chartered Advisor for Senior Living (CASL®)

Licenses:

Series 7, 6, 26, 63 & 66

Currently licensed for insurance and investments in 43 states.

Associations and Memberships:

Hudson Valley Estate Planning Council

National Association of Insurance and Financial Advisors (NAIFA)

Personal:

Paul is married to Susan and has two daughters, Kaely and Meaghan, both who reside in New York City.  Two of the great benefits of relocating to NY from VT was moving 3 hours closer to their daughters and having Susan join the MHRG as the business manager.  When not working, Susan and Paul love taking the train to the city to visit Kaely and Meaghan, long weekend getaways and trips back to Vermont.

 
Colleen Margaret Bennett

Colleen Margaret Bennett

Planning Associate
Office 845-244-8634

Professional:

Colleen's passion and purpose has always been helping others - coming from a background of non-profit work throughout the country.  Colleen joined Northwestern Mutual in June of 2015.  She works alongside Paul as his Associate Advisor meeting with both new and existing clients.

Education:

University of Scranton with her Bachelor of Science in Counseling and Human Services, 2013. 

Colleen holds her FINRA Series 6 and 63 licenses as well as her life and health insurance licenses.

Personal:

Colleen is native to the Hudson Valley and loves continually exploring all that this beautiful area has to offer. When outside of work, Colleen spends much of her free time hiking or eating and drinking her way through the valley! Colleen also enjoys spending time with her loud and loving family, reading and practicing yoga.

 
Cassandra Mandia

Cassandra Mandia

Client Service Manager
Office 845-224-0002

Professional:

Cassandra (Cassie) spent the first several years of her professional career as a design consultant for fashion industry executives eventually transitioning into the marketing and advertising industry.  Cassie joined Northwestern Mutual in January of 2018.  She works alongside Paul and Colleen assisting with client service, the application and underwriting process as well as marketing for the team.

Education:

Marist College with her Bachelor of Professional Studies degree, 2012.

Cassie holds her NY State Life, Accident, and Health License.

Personal:

Outside of work at Northwestern Mutual, Cassie is a professional ballroom dancer with her husband John.  They are both instructors at Fred Astaire Dance Studio of Dutchess and enjoy the time they get to spend together teaching their students, competing, and dancing.  In her free time, Cassie enjoys working on her new home (a total fixer-upper), antique shopping, exploring the Hudson Valley for great coffee shops, and spending time with family and friends.  Lately, she and her husband have been preparing for the arrival of their first baby due in the beginning of March 2019. 

 

 

Paul A Phelps, MSFS, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck